Holistiplan Subprocessors

Holistiplan is award-winning software for financial planners and investment advisors that systematizes and automates review of client financial documents to find planning opportunities. It uses OCR to read uploaded documents and generate client-ready reports, and lets professionals run scenarios to determine future outcomes.

Financial Planning Software holistiplan.com
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Subprocessors
17
Locations
2
Categories
12
Last scanned

17 subprocessors

Name Category Purpose Location Data processed
Amazon Web Services ↗ Cloud Infrastructure Cloud Hosting [Sub-Processor] U.S. East-1 Virginia Customer Submitted Data
Canopy Connect ↗ Insurance Verification Insurance verification – Advisor Initiated Customer Submitted Data
Prizm ↗ Reviews Insurance reviews – Advisor Initiated Customer Submitted Data
Airbyte ↗ Data Platform Data storage and processing – Operational Data
Anthropic ↗ AI Artificial intelligence assistant – Operational Data
Forethought.ai ↗ AI Customer support AI agent – Operational Data
Google Workspace ↗ Productivity Cloud-based productivity suite – Operational Data
Hubspot ↗ CRM CRM – Operational Data
Loom ↗ Video Collaboration – Operational Data
Metabase ↗ Analytics Data analytics – Operational Data
Notion ↗ Productivity Collaboration – Operational Data
OpenAI ↗ AI Artificial intelligence assistant – Operational Data
Pendo ↗ Analytics Data analytics – Operational Data
Slack ↗ Communications Collaboration – Operational Data
Snowflake ↗ Data Warehouse Data storage and processing – Operational Data
Stripe ↗ Payment Processing Payment processing – Operational Data
Zoom ↗ Video Collaboration – Operational Data

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Summary

17 Total Subprocessors
2 Locations
12 Categories
6% in U.S. East-1

Subprocessors by Country

Subprocessors by Category

Biggest overlap with

Other companies using the most of the same subprocessors